401(k) · DOL Form 5500 · 2023

Felix F. Callari, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 176
Participants Small participant base: 62nd
Percentile by assets National rank: $65,020
Avg per participant Low balance/head

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Official DOL plan name: Callari Auto Group 401(k) Plan · Sponsored by Felix F. Callari, Inc. · Connecticut · Retail Trade

$11M in assets, 176 participants

Felix F. Callari, Inc.'s Callari Auto Group 401(k) Plan reported $11M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#6,102 in Retail Trade (8,414 peers)

Coverage in Connecticut

Callari Auto Group 401(k) Plan covers 176 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $11M.

#6,102
in Retail Trade (8,414 peers): +10.9%
assets growth YoY

Callari Auto Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Callari Auto Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,443,501 Top 38% higher than 62% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Callari Auto Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Callari Auto Group 401(k) Plan sits mid-pack in the medium band (176 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Callari Auto Group 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Callari Auto Group 401(k) Plan reported participants rose from 128 in the plan year 2022 filing to 176 in the plan year 2023 filing.
Callari Auto Group 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060810760 · Felix F. Callari, Inc. PY 2023 · 401(k)

Callari Auto Group 401(k) Plan · $11M · 176 · 62nd

IND $11M
EOY 176
5500 62nd
ASSETS 401(k)
PCT near Lanvera, Ltd. 401(k) Plan
EIN ind #6102

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Connecticut →

End-of-year total assets ($M) among Callari Auto Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$11M
Net Income	$1M
Employer EIN	060810760
Plan Effective Date	1982-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Felix F. Callari, Inc.)

Latest sponsor-wide plan assets: $12M 18.341300362207598% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	128	$10M
2023	1	176	$11M
2024	1	119	$12M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Callari Auto Group 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare Callari Auto Group 401(k) Plan side-by-side with 3 peers →

Callari Auto Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Lanvera, Ltd. 401(k) Plan in TX ($11M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Lanvera, Ltd. 401(k) Plan (TX) $11M · 80
Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan (VA) $11M · 129
North Idaho Eye Institute, PA 401(k) Profit Sharing Plan (ID) $11M · 132
Zazove Associates 401(k) Profit Sharing Plan and Trust (NV) $11M · 23

Similar participant headcount

Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.

Red Nucleus Solutions 401(k) Retirement Plan (PA) 176 · 0 off
Associated Credit Union of Texas 401(k) Plan and Trust (TX) 176 · 0 off
Accountingdepartment.Com, LLC 401(k) Plan (FL) 176 · 0 off
Le Jardin Community Center 401(k) and Profit Sharing Plan (FL) 176 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Callari Auto Group 401(k) Plan assets move in 2023? ▼

Callari Auto Group 401(k) Plan grew at a solid clip - up 10.9% during 2023, from $10M to $11M. Reported net income was $1M.

How have Felix F. Callari, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Felix F. Callari, Inc.'s sponsor-wide assets grew 18.3%, from $10M to $12M.

Which 401(k) plans are similar in size to Callari Auto Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lanvera, Ltd. 401(k) Plan in TX ($11M, 80 participants).

Which 401(k) plans cover a similar participant headcount to Callari Auto Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060810760.